See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,013 | $105,181+67.3% | $159,436+10.4% | $85,850+105.0% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.8%+3.3pp | 69.3%+16.8pp |
| Annual return | 17.94% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.6pp |
| Employer contribution / active EE | $5,104 | $3,318+53.8% | $4,829+5.7% | $2,565+99.0% |
| Participant deferral / active EE | $7,836 | $5,945+31.8% | $7,352+6.6% | $3,952+98.3% |
| Admin fee / account holder | $26,493 | $6,933+282.1% | $10,799+145.3% | $6,260+323.2% |